Nationwide Fund Advisors’s HealthEquity HQY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-270,024
| Closed | -$13.7M | – | 940 |
|
|
2017
Q3 | $13.7M | Buy |
270,024
+77,630
| +40% | +$3.93M | 0.05% | 475 |
|
|
2017
Q2 | $9.59M | Sell |
192,394
-44,471
| -19% | -$2.22M | 0.04% | 672 |
|
|
2017
Q1 | $10.1M | Buy |
236,865
+93,861
| +66% | +$3.98M | 0.04% | 640 |
|
|
2016
Q4 | $5.8M | Sell |
143,004
-110,587
| -44% | -$4.48M | 0.02% | 918 |
|
|
2016
Q3 | $9.6M | Sell |
253,591
-28,760
| -10% | -$1.09M | 0.04% | 636 |
|
|
2016
Q2 | $8.58M | Buy |
282,351
+19,490
| +7% | +$592K | 0.04% | 654 |
|
|
2016
Q1 | $6.49M | Buy |
262,861
+73,751
| +39% | +$1.82M | 0.03% | 798 |
|
|
2015
Q4 | $4.74M | Buy |
189,110
+61,387
| +48% | +$1.54M | 0.02% | 950 |
|
|
2015
Q3 | $3.77M | Buy |
127,723
+63,444
| +99% | +$1.87M | 0.02% | 1060 |
|
|
2015
Q2 | $2.06M | Buy |
64,279
+21,281
| +49% | +$682K | 0.01% | 1408 |
|
|
2015
Q1 | $1.08M | Sell |
42,998
-2,424
| -5% | -$60.6K | ﹤0.01% | 1847 |
|
|
2014
Q4 | $1.16M | Buy |
45,422
+8,379
| +23% | +$213K | ﹤0.01% | 1730 |
|
|
2014
Q3 | $678K | Buy |
+37,043
| New | +$678K | ﹤0.01% | 2039 |
|